March 17, 2022
Russia’s energy tentacles, intertwined throughout Europe’s power network, may prove difficult to excise.
March 10, 2022
Should the Russia-Ukraine conflict persist, it would lead to further tightening of financial conditions
February 25, 2022
Russia’s invasion of Ukraine opens a new phase of global uncertainty that could have major repercussions
April 14, 2022
Despite our view that a U.S. economic contraction is avoidable in the near term, the outlook for equities has deteriorated since the beginning of the year and we think this sour spot is likely to last as monetary policy becomes tighter.
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March 17, 2022
Russia’s energy tentacles, intertwined throughout Europe’s power network, may prove difficult to excise.
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March 10, 2022
Should the Russia-Ukraine conflict persist, it would lead to further tightening of financial conditions but is unlikely to deter the Federal Reserve from a 25 basis point interest rate hike in March. Tighter conditions will slow economic growth at the margins and constrain financial markets over the short term, but not over the longer term.
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February 25, 2022
- Economic recovery likely undeterred: Rising energy prices add risk to Europe’s recovery but are unlikely to derail the global economic recovery.
- Expect further equity volatility: We see the strongest impacts in commodities, energy and financials, but focus should shift quickly to interest rates and supply-chain resolution.
- Seeing value amid spread widening: We believe the impact of Russia’s actions on fixed income markets has largely played out, and any further widening in credit spreads could present opportunities.
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February 1, 2022
We see scope for continued global equity gains as the impacts from Covid, policy stimulus and inflation diminish. The current balance of market factors keeps us overweight U.S. large cap stocks.
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December 15, 2021
With only 10 days left until Christmas, will you receive your gifts on time? Hear what Barbara Reinhard, CFA, Head of Asset Allocation, believes the impact of the global supply chain crisis has on this year’s holiday shopping season.
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October 12, 2021
Though the inflation debate continues, we concur with the Federal Reserve that price increases will be manageable. We believe the Fed can conduct monetary operations along its well communicated path, paving the way for reaccelerating, above-trend 4Q21 real GDP growth.
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August 13, 2021
Paul Zemsky and Susan Viston from our Multi-Asset Strategies and Solutions team discuss what approach to target date design will be best equipped to handle heightened market volatility going forward.
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August 9, 2021
For skeptics who have yet to take the Federal Reserve at its word, its response to recent inflation data should be another indicator that policymakers are in no hurry to deviate from their path of easy monetary policy.
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July 12, 2021
We have strong conviction that the U.S. and global economic expansion will continue at an above trend pace this year, and that growth will persist into 2022.
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